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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,129 | $67,602-27.3% | $82,312-40.3% | $70,126-29.9% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 12.28% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $200 | $1,755-88.6% | $2,428-91.8% | $2,343-91.5% |
| Participant deferral / active EE | $3,542 | $2,987+18.6% | $3,706-4.4% | $3,332+6.3% |
| Admin fee / account holder | $663 | $4,512-85.3% | $5,608-88.2% | $4,645-85.7% |